Edit the settings for your Custom Fields by task type.
The settings available vary by field type.
Custom Fields by task type feature availability and limits vary by plan and user role. Learn more
Edit Custom Fields by task type from tasks
To edit a Custom Field by task type from a task:
- Scroll down to the Custom Fields section.
- Hover over the field and click the settings icon to open the mini editor.
- To open the field in the Custom Field Manager, click Advanced.
Other options are available including:
- Click the pin icon to pin the Custom Field.
- Interact with the content of the Custom Field. For example, in text Custom Fields you can copy the text or clear contents of the field.
Edit advanced settings
You can edit the advanced settings of any Custom Field from Custom Field Manager.
The advanced settings available vary by field type.
Edit Custom Fields by task type from Workspace settings
To edit a Custom Field by task type from your Workspace settings:
- In the upper-left corner, click your Workspace avatar and select Settings.
- In the All settings sidebar, click Task Types.
- To the right of a custom task type, click the ellipsis ... icon.
- Click Edit.
- In the Fields section, hover over the Custom Field:
- To pin the Custom Field, click the pin icon.
- To remove the Custom Field from this task type, click the minus icon.
This option is only available on fields added to two or more task types. - To open the mini editor, click the Update Custom Field icon. To open the field in the Custom Field Manager from here, click Advanced.
- To delete the Custom Field, click the delete icon.